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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,953 | $160,028+11.2% | $147,080+21.0% | $145,884+22.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.78% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,215 | $5,286-58.1% | $4,933-55.1% | $4,662-52.5% |
| Participant deferral / active EE | $10,193 | $8,422+21.0% | $8,066+26.4% | $6,690+52.4% |
| Admin fee / account holder | $6,138 | $15,030-59.2% | $12,989-52.7% | $13,392-54.2% |